Updated September 2026 · 86 verified financial advisors · CASL-aware

Financial Advisors in Vernon, British Columbia — 86 verified financial advisors, 34 with email

A clean, deduplicated database of every operational financial advisor across Vernon and surrounding British Columbia, sourced from public listings and enriched with business email addresses, SMTP-checked before delivery. 18 corporate emails (info@, contact@, hello@) plus 68 webmail. Instant CSV download.

Total Financial Advisors
86
Across Vernon
With Email
34
40% of listings · 53% corporate domain
Avg Rating
2.53/5
1,700 total reviews
Top Rated
36
Rated 4.5 or higher

/ 01 — Sample previewSee what's in the file

Five rows from the full 86-row dataset, sorted by rating & review count. The complete CSV includes phone, postal code, website URL, Google rating, review count, email type (corporate vs webmail), and the parent domain — plus the street address where the business publishes one. Service-area businesses (mobile mechanics, handymen, cleaners) deliberately don’t list an address on Google, so that column is blank for about 2% of rows.

publicleads-vernon-financial-advisors.csv · 86 rows · 12 columnsPREVIEW
NameRatingReviewsEmail
Jeremy Schaffner - Mortgage Broker - INDI Mortgage - The Independent Mortgage Company★ 5.0136—
Sands & Associates - Consumer Proposals, Debt Help & Licensed Insolvency Trustees★ 5.0119—
Matt Dahlman - Monument Mortgages - Mortgage Architects★ 5.063matt@monu.ca
Patrick Williams Mortgages | DLC White House Mortgages★ 5.031mortgage@patw.ca
Mortgage Broker Serving British Columbia and the Yukon★ 5.016mindyb@dominionlending.ca
+ 81 more rows in the full downloadCSV · XLSX · JSON

/ 02 — Market insightVernon's financial advisors market in numbers

“

Vernon holds one of the largest concentrations of financial advisors in British Columbia at 86 active operations. The market is mature: 21% of operators have corporate domain emails (a strong signal of established branding) and the average business carries 20 reviews on Google. For B2B sellers, this means a market that responds to professional outreach at high-quality email addresses.

86
Active financial advisors
21%
Corporate domain emails
20
Avg Google reviews

/ 03 — Built forWho buys this list

A

Vertical software vendors

Specialized SaaS, CRM, and operations tools targeting this industry's workflows.

B

Suppliers & vendors

Distributors, supply houses, and equipment vendors building rep territory in this market.

C

Marketing agencies

Local SEO, paid ads, and reputation management firms targeting high-revenue operators.

/ 04 — QuestionsFrequently asked

What exactly is in the download?+

A row per business with name, phone, postal code, website URL, parent domain, Google rating, review count, the email address where one was found, and the street address where the business publishes one (service-area businesses don't list one on Google) — as CSV, XLSX and JSON. 21% of the emails here are corporate-domain rather than webmail. The five-row preview above is drawn live from the file you will receive.

Can I use this list for cold email outreach under CASL?+

These are publicly-listed business contacts, not an opt-in email list. CASL's implied-consent provision for published business addresses is narrow, and whether it covers your message is a legal judgment. Buying this list is not a compliance guarantee and this is not legal advice — you are responsible for evaluating CASL and any other applicable law, and should talk to a lawyer if you are unsure. Our Compliance & Responsible Use page sets out the rules.

Data sourcing, update frequency, bundle pricing & refunds →

/ 05 — Browse moreOther financial advisors lists in Canada

/ DirectoryBrowse Financial Advisors in Vernon

Find a verified financial advisor near you. Get directions or visit their website directly — sorted by Google rating.

Jeremy Schaffner - Mortgage Broker - INDI Mortgage - The Independent Mortgage Company

★ 5.0 · 136 reviews
Financial Advisor · Vernon

Sands & Associates - Consumer Proposals, Debt Help & Licensed Insolvency Trustees

★ 5.0 · 119 reviews
Financial Advisor · Vernon

Matt Dahlman - Monument Mortgages - Mortgage Architects

★ 5.0 · 63 reviews
Financial Advisor · Vernon

Patrick Williams Mortgages | DLC White House Mortgages

★ 5.0 · 31 reviews
Financial Advisor · Vernon

Mortgage Broker Serving British Columbia and the Yukon

★ 5.0 · 16 reviews
Financial Advisor · Vernon

Angela Moore - IG Wealth Management

★ 5.0 · 14 reviews
Financial Advisor · Vernon

Fenske Financial Coaching & Planning

★ 5.0 · 13 reviews
Financial Advisor · Vernon

De Thomas Wealth Management

★ 5.0 · 9 reviews
Financial Advisor · Vernon

Kerr & Company (now known as MNP LLP)

★ 5.0 · 6 reviews
Financial Advisor · Vernon

Chris & Sattu - IG Wealth Management

★ 5.0 · 6 reviews
Financial Advisor · Vernon

CMD Accounting Services, Chartered Professional Accountant

★ 5.0 · 5 reviews
Financial Advisor · Vernon

Wellington-Altus Private Wealth / Harper Private Wealth

★ 5.0 · 4 reviews
Financial Advisor · Vernon

IG Wealth Management

★ 5.0 · 4 reviews
Financial Advisor · Vernon

Legend Financial Group

★ 5.0 · 4 reviews
Financial Advisor · Vernon

P-Squared Financial Coaching & Consulting Inc.

★ 5.0 · 3 reviews
Financial Advisor · Vernon

KH Laidman-Betts Inc.

★ 5.0 · 2 reviews
Financial Advisor · Vernon

HollisWealth/Okanagan Wealth Advisors

★ 5.0 · 1 review
Financial Advisor · Vernon

Edward Jones - Financial Advisor: Les T Marx, CFP®|PFP®

★ 5.0 · 1 review
Financial Advisor · Vernon

IG Wealth Management - ANGELA ROSE, PFP

★ 5.0 · 1 review
Financial Advisor · Vernon

Summit Financial Planners Inc. (Vernon)

★ 5.0 · 1 review
Financial Advisor · Vernon

Edward Jones - Financial Advisor: Jacques Pelletier, CFP®|CEPA®

★ 5.0 · 1 review
Financial Advisor · Vernon

Fraser Barker Advisory Group of ACPI

★ 5.0 · 1 review
Financial Advisor · Vernon

Latitude Financial Services Inc. - Sun Life Advisors

★ 5.0 · 1 review
Financial Advisor · Vernon

Liberty Tax

★ 4.9 · 178 reviews
Financial Advisor · Vernon

Deb White - Mortgage Broker Vernon

★ 4.9 · 72 reviews
Financial Advisor · Vernon

Martin Estate and Injury Law

★ 4.9 · 58 reviews
Financial Advisor · Vernon

BDO Debt Solutions

★ 4.8 · 30 reviews
Financial Advisor · Vernon

Smart CPA Accounting & Tax

★ 4.8 · 17 reviews
Financial Advisor · Vernon

LendDirect

★ 4.7 · 150 reviews
Financial Advisor · Vernon

Western Financial Group Inc. - Canada's Insurance Broker

★ 4.7 · 38 reviews
Financial Advisor · Vernon

Sun Life Financial

★ 4.7 · 7 reviews
Financial Advisor · Vernon

easyfinancial Services

★ 4.6 · 135 reviews
Financial Advisor · Vernon

Nicholas Jacob, Barrister & Solicitor

★ 4.6 · 33 reviews
Financial Advisor · Vernon

Bosman Accounting

★ 4.6 · 10 reviews
Financial Advisor · Vernon

Co-operators - Bracken Insurance Services Ltd

★ 4.5 · 48 reviews
Financial Advisor · Vernon

CIBC Wood Gundy Vernon Branch

★ 4.5 · 20 reviews
Financial Advisor · Vernon

Edward Jones - Financial Advisor: Deanna Beaudoin, CEPA®

★ 4.4 · 8 reviews
Financial Advisor · Vernon

Clark Robinson Chartered Professional Accountants

★ 4.2 · 9 reviews
Financial Advisor · Vernon

H&R Block

★ 4.1 · 68 reviews
Financial Advisor · Vernon

Prospera

★ 4.0 · 42 reviews
Financial Advisor · Vernon

Valley First

★ 3.7 · 43 reviews
Financial Advisor · Vernon

Edward Jones - Financial Advisor: Ben Moore

★ 3.7 · 3 reviews
Financial Advisor · Vernon

CIBC Branch with ATM

★ 3.5 · 30 reviews
Financial Advisor · Vernon

BMO Private Wealth

★ 3.0 · 2 reviews
Financial Advisor · Vernon

Beem Credit Union

★ 2.8 · 4 reviews
Financial Advisor · Vernon

Scotiabank

★ 2.6 · 68 reviews
Financial Advisor · Vernon

Scotiabank

★ 2.5 · 46 reviews
Financial Advisor · Vernon

BMO Bank of Montreal

★ 1.7 · 138 reviews
Financial Advisor · Vernon

CIBC Mortgage Advisor: Marina Mandalari

★ 1.0 · 1 review
Financial Advisor · Vernon

Equuis Wealth Management

No rating yet
Financial Advisor · Vernon

/ HelpCommon Questions

How do I choose a reliable financial advisor in Vernon?+

Start with the rating — look for a financial advisor holding 4.5 stars or higher with a healthy number of recent reviews, which signals consistent, current service. Confirm they're properly licensed and insured for the work you need, and read a few reviews to see how they handle problems, not just praise. The listings below are sorted by Google rating to make this easier.

What's the typical cost of a financial advisor in Vernon?+

Pricing varies widely by the scope of the job, materials, and how urgent the work is, so there's no single rate. The most reliable approach is to contact two or three financial advisors directly for a quote on your specific situation. Use the "View on Google Maps" or "Visit Website" buttons on each listing to reach out.

Are these financial advisors verified?+

Yes. Every listing is sourced from public Google Business Profile data — business name, rating, and review count — and refreshed monthly so closed or relocated businesses drop off. We show only what's already public; we don't add or alter business details.

How can I contact a financial advisor?+

Click "View on Google Maps" to get directions, hours, and the business's public contact options, or "Visit Website" to reach them online. We don't publish private phone numbers or email addresses here — the business's own Google profile and website are the right place to get in touch.

I'm a business owner — how do I update or remove my listing?+

Email support@publicleads.com with the subject "Removal Request" and include your business name and city. We process removal and correction requests within 48 hours.